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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,043 | $106,749-85.9% | $145,433-89.7% | $82,448-81.8% |
| Participation rate | 86.0% | 75.6%+10.4pp | 82.1%+3.9pp | 68.1%+18.0pp |
| Annual return | 15.23% | 27.59%-12.4pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,569 | $3,444-54.4% | $4,554-65.5% | $2,551-38.5% |
| Participant deferral / active EE | $3,567 | $6,519-45.3% | $7,897-54.8% | $4,139-13.8% |
| Admin fee / account holder | $405 | $8,390-95.2% | $13,129-96.9% | $7,234-94.4% |